Stifel Financial
EVF

Stifel Financial’s Eaton Vance Senior Income Trust EVF Stock Holding History

Stifel Financial’s Portfolio EVF Stock Details EVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-28,545
Closed -$150K – 3670
2025
Q4 		$150K Sell
28,545
-870
-3% -$4.68K ﹤0.01% 3438
2025
Q3 		$161K Hold
29,415
– – ﹤0.01% 3386
2025
Q2 		$167K Sell
29,415
-12,455
-30% -$69.8K ﹤0.01% 3292
2025
Q1 		$245K Buy
41,870
+11,286
+37% +$69K ﹤0.01% 3088
2024
Q4 		$188K Buy
30,584
+12,184
+66% +$75.9K ﹤0.01% 3168
2024
Q3 		$114K Sell
18,400
-3,851
-17% -$24.1K ﹤0.01% 3227
2024
Q2 		$141K Buy
22,251
+700
+3% +$4.47K ﹤0.01% 3163
2024
Q1 		$137K Hold
21,551
– – ﹤0.01% 3149
2023
Q4 		$136K Hold
21,551
– – ﹤0.01% 3124
2023
Q3 		$127K Buy
21,551
+3,851
+22% +$21.8K ﹤0.01% 3074
2023
Q2 		$96.6K Hold
17,700
– – ﹤0.01% 3180
2023
Q1 		$94.7K Hold
17,700
– – ﹤0.01% 3183
2022
Q4 		$93.3K Sell
17,700
-5,000
-22% -$26.7K ﹤0.01% 3141
2022
Q3 		$119K Hold
22,700
– – ﹤0.01% 3078
2022
Q2 		$124K Hold
22,700
– – ﹤0.01% 3124
2022
Q1 		$145K Hold
22,700
– – ﹤0.01% 3202
2021
Q4 		$153K Hold
22,700
– – ﹤0.01% 3198
2021
Q3 		$160K Sell
22,700
-74,680
-77% -$510K ﹤0.01% 3174
2021
Q2 		$662K Sell
97,380
-4,716
-5% -$31.7K ﹤0.01% 2408
2021
Q1 		$677K Sell
102,096
-967
-0.9% -$6.37K ﹤0.01% 2285
2020
Q4 		$656K Sell
103,063
-6,453
-6% -$39.6K ﹤0.01% 2145
2020
Q3 		$643K Sell
109,516
-11,225
-9% -$64.3K ﹤0.01% 1928
2020
Q2 		$643K Sell
120,741
-15,643
-11% -$80.2K ﹤0.01% 1855
2020
Q1 		$627K Sell
136,384
-80,429
-37% -$478K ﹤0.01% 1719
2019
Q4 		$1.39M Buy
216,813
+66,446
+44% +$414K ﹤0.01% 1587
2019
Q3 		$921K Sell
150,367
-20,515
-12% -$127K ﹤0.01% 1805
2019
Q2 		$1.06M Sell
170,882
-2,067
-1% -$12.9K ﹤0.01% 1766
2019
Q1 		$1.06M Buy
172,949
+17,682
+11% +$108K ﹤0.01% 1614
2018
Q4 		$929K Buy
155,267
+12,968
+9% +$80.2K ﹤0.01% 1574
2018
Q3 		$916K Buy
142,299
+36,661
+35% +$236K ﹤0.01% 1734
2018
Q2 		$675K Buy
105,638
+73,551
+229% +$488K ﹤0.01% 1862
2018
Q1 		$217K Buy
+32,087
New +$210K ﹤0.01% 2430

Other funds holding EVF

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial's EVF Position: Q1 2026 in Review

Stifel Financial sold out of Eaton Vance Senior Income Trust (EVF) in Q1 2026, closing a stake of 28,545 shares — an estimated $150K sold.

Stifel Financial first reported a position in EVF in Q1 2018 and held it in 32 quarters. The position peaked at $1.39M in Q4 2019. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

  • Stifel Financial reported no remaining Eaton Vance Senior Income Trust position as of Q1 2026 after selling out during the quarter.
  • Stifel Financial sold 28,545 Eaton Vance Senior Income Trust shares in Q1 2026, an estimated $150K.
  • Stifel Financial first reported a position in Eaton Vance Senior Income Trust in Q1 2018 and held it in 32 quarters.
  • Stifel Financial's Eaton Vance Senior Income Trust position peaked at $1.39M in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.